Data / Investment advisers / Oklahoma / Wealth Oklahoma
Wealth Oklahoma, Tulsa, OK: $356 million AUM, SEC registered investment adviser
Wealth Oklahoma is an SEC registered investment adviser with its main office in Tulsa, Oklahoma and reports $356 million in regulatory assets under management in its Form ADV filed April 28, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 132962
- SEC file number
- 801-79338
- SEC status
- Approved, effective April 2, 2014
- Legal name
- The Stolper Company L.L.C.
- Main office
- 2021 S. Lewis Avenue Suite 301, Tulsa, OK 74104
- Phone
- (918) 745-6060
- Website
- wealthoklahoma.com
- Regulatory AUM
- $356,289,476 in the Form ADV filed April 28, 2026
- Discretionary AUM
- $356,289,476
- Accounts
- 356
- Employees
- 6, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 29 | $171 million |
| Individuals (other than high net worth individuals) | 137 | $95.4 million |
| Corporations or other businesses | 7 | $79.8 million |
| Pension and profit sharing plans | 2 | $10.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $356.3 million | March 11, 2026 |
| December 1, 2025 | $307.4 million | May 8, 2025 |
Other advisers in Tulsa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Relation Wealth Management, Inc. | Tulsa | $541.2 million | Not listed | adviserinfo.sec.gov |
| Council Oak Wealth Advisors | Tulsa | $529.4 million | Not listed | adviserinfo.sec.gov |
| Pinnacle Investment Advisors | Tulsa | $508.3 million | 3 | adviserinfo.sec.gov |
| Burkholder Wealth Management | Tulsa | $379.9 million | Not listed | adviserinfo.sec.gov |
| Olistico Wealth, LLC | Tulsa | $371.5 million | Not listed | adviserinfo.sec.gov |
| Oath Planning, LLC | Tulsa | $284.7 million | Not listed | adviserinfo.sec.gov |
| Corporate Consulting Group, Inc. | Tulsa | $240.8 million | Not listed | adviserinfo.sec.gov |
| Sustainable Advisors Alliance LLC | Tulsa | $234.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tulsa, OK
- Investment advisers in Oklahoma
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Wealth Oklahoma on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.